Foundation Wealth Management (Pennsylvania)’s Apple AAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy	5,606 +279	+5%	+$57.2K	0.5%	40
2025 Q1	$1.18M	Buy	5,327 +487	+10%	+$108K	0.56%	40
2024 Q4	$1.21M	Buy	+4,840	New	+$1.21M	0.59%	39